Starter Form

Personal Details:

NB. Employees cannot be entered on system (will not be paid) unless all of the above is completed.


Pay Details:

If/ when your employee has received their P45 from their previous employer for the current tax year, please ensure you promptly email a copy to payroll@stephensonsmart.com.

Employer Contributions:

or

Additional Voluntary Contribution:

or
and / or

Employee Contributions:

or

Employee statement:

Statement A

Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

Choose this statement if the following applies.

This is my first job since 6 April and since the 6 April I’ve not received payments from any of the following:

  • Jobseeker’s Allowance
  • Employment and Support Allowance
  • Incapacity Benefit

Statement B

Do not choose this statement if you’re in receipt of a State, Works or Private Pension.

Choose this statement if the following applies.

Since 6 April I have had another job but I do not have a P45. And/or since the 6 April I have received payments from any of the following:

  • Jobseeker’s Allowance
  • Employment and Support Allowance
  • Incapacity Benefit

Statement C

Choose this statement if:

  • you have another job and/or
  • you’re in receipt of a State, Works or Private Pension

Student loans:

Tell us if any of the following statements apply to you - choose NO STUDENT LOAN below:

  • you do not have any Student or Postgraduate Loans
  • you’re still studying full-time on a course that your Student Loan relates to
  • you completed or left your full-time course after the start of the current tax year, which started on 6 April
  • you’re already making regular direct debit repayments from your bank, as agreed with the Student Loans Company

Otherwise please choose the right Type of Student Loan:

You have Plan 1 if any of the following apply:

  • you lived in England or Wales and started your course before 1 September 2012

You have a Plan 2 if:

  • you lived in England or Wales and started your course on or after 1 September 2012

You have a Plan 4 if:

  • you lived in Scotland and applied through the Students Award Agency Scotland (SAAS) when you started your course

You have a Postgraduate Loan if any of the following apply:

  • you lived in England and started your Postgraduate Master’s course on or after 1 August 2016
  • you lived in Wales and started your Postgraduate Master’s course on or after 1 August 2017
  • you lived in England or Wales and started your Postgraduate Doctoral course on or after 1 August 2018

Bank Details:


Completed by:

The client code will be used for verification purposes.

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